Lake Street Advisors Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $834K | Sell |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $492K | Sell |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $961K | Sell |
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|
2021
Q4 | $881K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $441K | Buy |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | $132K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $133K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $160K | Buy |
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